Diversify Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 7,817 shares of USMV stock, worth $743,787. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,817
Previous 6,494
20.37%
Holding current value
$743,787
Previous $597 Million
21.64%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding USMV
# of Institutions
1,461Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.3 Billion0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.19 Billion0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$975 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$635 Million1.13% of portfolio